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Spire Wealth Management’s La-Z-Boy LZB Stock Holding History

Spire Wealth Management’s Portfolio LZB Stock Details LZB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-245
Closed -$7.58K – 2428
2023
Q3 		$7.58K Buy
245
+1
+0.4% +$31 ﹤0.01% 1816
2023
Q2 		$6.99K Buy
244
+2
+0.8% +$56 ﹤0.01% 1913
2023
Q1 		$7.05K Buy
242
+1
+0.4% +$28 ﹤0.01% 1958
2022
Q4 		$5K Buy
241
+44
+22% +$1.07K ﹤0.01% 1835
2022
Q3 		$4K Buy
+197
New +$5.23K ﹤0.01% 1802

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spire Wealth Management's LZB Position: Q4 2023 in Review

Spire Wealth Management sold out of La-Z-Boy (LZB) in Q4 2023, closing a stake of 245 shares — an estimated $7.58K sold.

Spire Wealth Management first reported a position in LZB in Q3 2022 and held it in 5 quarters. The position peaked at $7.58K in Q3 2023. 218 funds tracked by Wall St. Rank hold LZB as of Q4 2023.

  • Spire Wealth Management reported no remaining La-Z-Boy position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 245 La-Z-Boy shares in Q4 2023, an estimated $7.58K.
  • Spire Wealth Management first reported a position in La-Z-Boy in Q3 2022 and held it in 5 quarters.
  • Spire Wealth Management's La-Z-Boy position peaked at $7.58K in Q3 2023.
  • 218 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.